Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.9B
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.66B
AUM Growth
+$753M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$50.2M
3
+$34.2M
4
PFE icon
Pfizer
PFE
+$28.7M
5
DE icon
Deere & Co
DE
+$25.9M

Top Sells

1
+$49.9M
2
+$41.5M
3
+$40.2M
4
LSI
LSI CORPORATION
LSI
+$39.6M
5
XOM icon
Exxon Mobil
XOM
+$37.9M

Sector Composition

1 Technology 19.57%
2 Industrials 13.47%
3 Consumer Discretionary 12.06%
4 Financials 11.72%
5 Healthcare 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
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-8,600
1127
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-50,969
1128
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-16,200
1129
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-25,575
1130
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-32,900
1131
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-269,005
1132
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-96,021
1133
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-720,210
1134
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-74,700
1135
– –
-17,000
1136
– –
-67,572
1137
– –
-349,680
1138
– –
-378,050
1139
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-68,747
1140
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-45,520
1141
– –
-70,755
1142
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-68,100
1143
– –
-26,770
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